JG
JG

Jeffrey Gardiner

33 Years of Experience
Cherry Hill, NJ
1 DisclosureBrokerSells Insurance

Jeffrey Gardiner is a registered investment advisor at LPL Financial LLC, based in Cherry Hill, NJ, with 33 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

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Location

1060 Kings Hwy N, Ste 206, Cherry Hill, NJ, 08034

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2001
Settled
Other Business ActivitiesSells Insurance

Jeffrey operates Gardiner Benefits as a DBA for his LPL business, and also sells non-variable insurance products including life, health, and long-term care insurance. He is also a publisher/author under Jeff Gardiner Publishing, spending minimal time on this activity.

Employment History
Current Registrations
LPL Financial LLC
August 2021 - Present · 4 yrs 11 mos
LPL Financial LLCBroker
August 2021 - Present · 4 yrs 11 mos
Previous Registrations
Bcg Securities, INC.
July 2012 - July 2021 · 9 yrs
Bcg Securities, INC.Broker
July 2012 - July 2021 · 9 yrs
Ameriprise Financial Services, INC.
September 2010 - July 2012 · 1 yr 10 mos
Ameriprise Financial Services, INC.Broker
October 2009 - July 2012 · 2 yrs 9 mos
Ameriprise Advisor Services, INC.Broker
January 2004 - October 2009 · 5 yrs 9 mos
Janney Montgomery Scott LLCBroker
June 2001 - February 2004 · 2 yrs 8 mos
UBS Painewebber INC.Broker
September 1998 - July 2001 · 2 yrs 10 mos
First Colonial Securities Group, INC.Broker
June 1997 - September 1998 · 1 yr 3 mos
Securities America, INC.Broker
January 1995 - June 1997 · 2 yrs 5 mos
Thomas James Associates, INC.Broker
March 1994 - January 1995 · 10 mos
Janney Montgomery Scott INC.Broker
September 1992 - October 1993 · 1 yr 1 mo
State Registrations4 states
DEFLNJPA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.